Louie Nguyen

Founded in 2008 by Luong Nguyen, Soledad Investment Management LLC is a registered investment advisor located in San Diego, California. The firm is affiliated with Seacrest Investment Management LLC. They provide discretional investment services to individuals, high net-worth individuals, corporations and other businesses, foundations and institutional investors. Soledad Investment Management's management team has an active strategic relationship with Christopher Weil & Co., Inc., a separately owned and managed registered investment advisor for the co-management of the CWC Global Dividend Portfolio.

Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations.

Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors.